RIAs in Winter Park, FL

36 RIAs based in Winter Park, Florida managing a combined $24.2B.

Lakeshore Advisors

RIA

Winter Park, FL

AUM $80.8MTEAM 1REPS 3

Lyons Investment Management

RIA

Winter Park, FL

AUM $73.1MTEAM 5REPS 1

Edwards Financial Services

RIA

Winter Park, FL

AUM $69MTEAM 8REPS 2

Altior Capital

RIA

Winter Park, FL

AUM $45.6MTEAM 1REPS 1

Meeks Capital LLC

RIA

Winter Park, FL

AUM $28.6MTEAM 2REPS 1

Horizon Wealth Group, LLC

RIA

Winter Park, FL

AUM $19.2MTEAM 2REPS 2

Green Vista Asset Management LLC

RIA

Winter Park, FL

AUM $16.2MTEAM 7REPS 6

FWG Investment Management

RIA

Winter Park, FL

AUM $14.4MTEAM 2REPS 1

Dobson Street LLC

RIA

Winter Park, FL

AUM $8.5MTEAM 2REPS 2

Toro Financial Advisors

RIA

Winter Park, FL

AUM $4.3MTEAM 1REPS 1

401karat

RIA

Winter Park, FL

AUM —TEAM 1REPS 1

Nelson Advisory Services, Inc.

RIA

Winter Park, FL

AUM —TEAM 3REPS 3

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